Eudaimonia Advisors’s WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD Stock Holding History

Eudaimonia Advisors’s Portfolio HYZD Stock Details HYZD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$245K	Buy	+11,104	New	+$242K	0.13%	146
2023 Q1	–	Sell	-13,561	Closed	-$280K	–	161
2022 Q4	$280K	Sell	13,561 -1,529	-10%	-$31.8K	0.19%	114
2022 Q3	$304K	Sell	15,090 -50	-0.3%	-$1.03K	0.21%	104
2022 Q2	$301K	Sell	15,140 -74,110	-83%	-$1.56M	0.21%	114
2022 Q1	$1.96M	Sell	89,250 -36,481	-29%	-$794K	1.12%	17
2021 Q4	$2.8M	Buy	+125,731	New	+$2.79M	1.65%	12

Other funds holding HYZD

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Eudaimonia Advisors's HYZD Position: Q1 2024 in Review

Eudaimonia Advisors opened a new position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund (HYZD) in Q1 2024: 11,104 shares worth $245K. The stake represents 0.13% of the portfolio and ranks #146 among its holdings. This is a return to the name: Eudaimonia Advisors previously reported a position in HYZD as recently as Q4 2022.

Eudaimonia Advisors first reported a position in HYZD in Q4 2021 and has held it in 6 quarters since. The position peaked at $2.8M in Q4 2021. 57 funds tracked by Wall St. Rank hold HYZD as of Q1 2024.

Eudaimonia Advisors held 11,104 shares of WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund worth $245K as of Q1 2024.
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund was a new Eudaimonia Advisors position in Q1 2024.
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund made up 0.13% of Eudaimonia Advisors's portfolio in Q1 2024, its #146 holding.
Eudaimonia Advisors first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund in Q4 2021 and has held it in 6 quarters since.
Eudaimonia Advisors's WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund position peaked at $2.8M in Q4 2021.
57 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund as of Q1 2024.

Based on Eudaimonia Advisors's 13F filing for Q1 2024, filed 25 Apr 2024.